Wealth Client Services Associate (Calgary)

14 Oct

BMO U.S.

Calgary

14 Oct

BMO U.S.

Calgary

BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions.

The role requires robust communication, collaboration, and problem-solving skills, with responsibilities spanning portfolio reviews, account maintenance, and client inquiries.

📌 Wealth Client Services Associate (Calgary)
🏢 BMO U.S.
📍 Calgary

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